See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,530 | $124,425-46.5% | $112,040-40.6% | $137,256-51.5% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 2.91% | 24.72%-21.8pp | 24.52%-21.6pp | 220.34%-217.4pp |
| Employer contribution / active EE | $2,468 | $3,411-27.7% | $2,954-16.4% | $4,156-40.6% |
| Participant deferral / active EE | $4,714 | $5,718-17.6% | $5,098-7.5% | $6,407-26.4% |
| Admin fee / account holder | $495 | $15,207-96.7% | $12,098-95.9% | $12,270-96.0% |